alogosmall
Admin Assistant (Ref: KHAA)
Remuneration: Market Related

Position in the Admin, Office and Support sector in Umhlanga, Durban - Kwa- Zulu Natal
Posted On Monday 6 December 2021
Job Description:

Our client based in Umhlanga is urgently looking for dynamic, hard working Admin Assistant to join their team to assist with all admin duties as needed

 

Main job function

General office administration

Process and execute financial advisor and client instructions whilst adhering to operational processes and minimizing operational errors

Validate all types of instructions processed in the platform systems for quality, data integrity, accuracy, completeness and compliance with relevant legislation

Confirm and communicate all processed instructions to clients and financial advisors

Ensure client interactions are handled timely, courteous and in a professional manner

Arrange annual client meetings and prepare client portfolio summaries for meetings

Qualifications:

Matric PLUS

Experience:

Financial Services industry work experience

Financial services legislation – knowledge of regulatory requirements such as FICA, AML and POPE and financial services industry environment

 

A Consultant will be in touch if you are shortlisted for the position.  Please consider your application unsuccessful should you not have been contacted within 2 weeks.  We will keep your CV on our database and contact you should you match the criteria of any other vacancies.

Please contact Kay Henderson kay@armstrongappointments.com